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Estate Planning

Estate planning is about more than just preparing a valid Will. It’s about making sure your family is provided for and that your assets go where you want them to after you die.

Essentially, a good estate plan can provide you with peace of mind and minimise potential complications for beneficiaries.

A good estate plan will:

Ensure that the ownership and control of your assts passes to your intended beneficiaries in the correct proportions;
Minimise tax being imposed on the income and capital gains earned on those assets; and
Protect those assets should be beneficiary be involved in any legal difficulties, for example, bankruptcy or divorce.

We can assist you in identifying gaps in your insurance and estate planning needs and can recommend solutions to address them.

Please contact your financial adviser if you have any questions in relation to your estate planning needs.

Please select a CWS wealth management service:

> Wealth Accumulation
> Retirement Planning
> Estate Planning